Number of dependants you support financially (other than yourself)
None
1-2
3-4
More than 4

What percentage of your income do you manage to save?
Less than 10%
Between 10% to 25%
Between 26% and 50%
Over 50%

Do you own a house property?
Yes
No

What is the size of your emergency fund?
I have not created an emergency fund
Between 1 to 3 months of average monthly expense
Between 4 to 6 months of average monthly expense
More than 6 months of average monthly expense

Expected expenditure on your life goals (Like daughter’s marriage, house property etc) in next 5 Years is
Less than 3 times your annual post tax income
Less than 5 times your annual post tax income
Less than 7 times your annual post tax income
More than 7 times your annual post tax income

Number of Years left to retirement
Less than 5 Years
Between 5 to 10 years
Between 10 to 20 years
More than 20 Years

Do you expect to maintain your current living standard after retirement?
Strongly agree
Agree
No opinion
Disagree
Strongly disagree

Do you expect your income to
Increase substantially
Stay ahead of inflation
Drop due to inflation or other factors

If you win Rs. 50,00,000 in a Raffle/contest, would you
Spend the entire amount
Invest in FDs
Invest in stocks for a long term
Indulge in short term speculation

You have saved a long while to buy an expensive car. A week before you buy the car, you lose your job. Would you:
Postpone your purchase
Buy a new but not the expensive one you saved for
Go ahead with your purchase plan and buy the same car
Buy the same car and go on a one week vacation to celebrate the new purchase

If the value of your investments drop by 10% in a year would you immediately switch to all cash
Strongly agree
Agree
No opinion
Disagree
Strongly disagree

You prefer having your savings in the bank and do not mind a return of 4.5%
Strongly agree
Agree
No opinion
Disagree
Strongly disagree

While making an investment, I plan to hold the investment for
< 1 year
1-3 years
3-5 years
> 5 years

I would invest in a mutual fund based on
Random decision
Conversation with friends, co worker or a relative
Self research
Research by professionals

When it comes to investing, how do you rate your financial quotient on a scale of 1-10
1-2
3-4
5-6
> 7-8
> 9-10

Which of the following portfolios would you like to invest in
Low risk / low return portfolio
Low to mod risk / low to mod return portfolio
Moderate risk / moderate return portfolio
Mod to high risk / mod to high return portfolio
High risk / high return portfolio

What would you prefer?
Aggressive capital appreciation
Invest more for capital appreciation than current income
Invest in a balance manner (Capital appreciation & current income)
Invest for generating current income
I would not invest, rather redeem my investments to meet short term goals